INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
Position in TFC — Truist Financial Corp
CIK 867926
ATLANTA, GA
Position in TFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,084,120
+$253,733 QoQ
Shares Held
41,833
+5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#549
of 1,678 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $8,287,586 across 7 Banks - Regional names. TFC ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
This page
|
41,833 | $2,084,120 | |
| 2 | RF |
Regions Financial Corp
|
52,464 | $1,584,412 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,037 | $1,315,172 | |
| 4 | WSBC |
Wesbanco Inc
|
29,777 | $1,162,196 | |
| 5 | KEY |
Keycorp /New/
|
32,041 | $738,545 | |
| 6 | FITB |
Fifth Third Bancorp
|
12,625 | $711,671 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,000 | $691,470 |
All Filings in TFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,084,120 | 41,833 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,830,387 | 39,817 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,854,380 | 37,683 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,718,249 | 37,582 | Shares | Sole | 2025-10-23 | |
| 2023-09-30 | $1,033,450 | 36,122 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,098,700 | 36,201 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,141,463 | 33,474 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,174,675 | 27,299 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,179,629 | 27,093 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,285,020 | 27,093 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,543,770 | 27,227 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,598,649 | 27,304 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,607,244 | 27,404 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,508,323 | 27,177 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,619,371 | 27,767 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,343,286 | 28,026 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,078,146 | 28,335 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,073,704 | 28,594 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $886,865 | 28,757 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||